Summary

Georgetown Financial Group

Founded in 1991

Description

Georgetown Financial Group is a national financial services company that offers securities and investment advisory products and services through Cetera Advisor Networks, LLC. With approximately 100 financial advisors, Georgetown Financial Group provide...

Strengths

  • Georgetown Financial Group has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since Georgetown Financial Group was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average

Annual Revenue

Georgetown Financial Group's annual revenue

$4282000

Based on Kona Equity data

  • Revenue per employee

    $251882

  • Variance of revenue growth

    4.14

  • Annual revenue growth since founding

    $129757

  • Revenue growth rate from first known quarter to current

    42.0%

Employee Count

17 employees

  • Employee growth rate from first known quarter to current

    29.4%

Executives

John Desalva

President

j**@gfginc.com

Timothy Smith

Vice President

t**@gfginc.com

Roger Palanzo

Senior Health Insurance Specialist & Commissions Analyst

r**@gfginc.com

Helen Taylor

Chief Marketing Officer

h**@gfginc.com

James Smith

Vice President

j**@gfginc.com

Kent Erickson

Anthony D Brokerage Representative

k**@gfginc.com

Nick Valenti

Director, Business & Underwriting

n**@gfginc.com

Susan Schaefer

Vice President

s**@gfginc.com

Robin Condon

Director, Operations, Compliance & Supervision

r**@gfginc.com

Liz Kelley

Office Manager

l**@gfginc.com

Seng Chhay

Case Manager

s**@gfginc.com

Ronnie Batista

Manager, MBA Business

r**@gfginc.com

Bonnie Masamery

Manager, Compliance

b**@gfginc.com

Jim Bolster

Case Manager

j**@gfginc.com

Steven Sheinberg

Chairman

s**@gfginc.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

73 Redding Rd 
Georgetown, CT  06829

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Key Information

  • NAICS: 524; 5241
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Georgetown Financial Group.

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Frequently Asked Questions

Where is Georgetown Financial Group located?

Georgetown Financial Group's headquarters are located at 73 Redding Rd  Georgetown, CT  06829.


What is Georgetown Financial Group's official website?

Georgetown Financial Group's official website is gfginc.com


What is Georgetown Financial Group's revenue?

Georgetown Financial Group's annual revenue is $4.3 M.


What is Georgetown Financial Group's NAICS code?

Georgetown Financial Group's NAICS: 524; 5241.


How many employees does Georgetown Financial Group's have?

Georgetown Financial Group has 17 employees


What industry does Georgetown Financial Group belong to?

Georgetown Financial Group is in the industry of Investment management.

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